See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,683 | $135,635+33.2% | $110,238+63.9% | $135,375+33.5% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -4.18% | 513.19%-517.4pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $847 | $4,906-82.7% | $3,826-77.9% | $4,779-82.3% |
| Participant deferral / active EE | $2,298 | $5,506-58.3% | $4,672-50.8% | $5,609-59.0% |
| Admin fee / account holder | $4,396 | $11,457-61.6% | $8,547-48.6% | $10,827-59.4% |